PreciseFP Integration with TAILWAG

07 August, 2015

TAILWAG

PreciseFP Fieldset

PreciseFP Field

Redtail Module

Redtail Field

IMPORT TO PFP

EXPORT TO TAILWAG

ANNOTATION

Personal Details First name Contact First name OK OK Required.
Personal Details Middle Name Contact Middle name OK OK
Personal Details Last Name Contact Last name OK OK Required.
Personal Details Gender Contact Gender OK OK Required.
Personal Details Birth Date Contact Date Of Birth OK OK
Personal Details Email InternetAddress Address OK OK Required. Exported to RT as home address.
Personal Details Civil status Contact Marital Status OK OK
Personal Details Home phone Phone Number OK OK
Personal Details Address Address Address1 OK OK Home address only.
Personal Details City Address City OK OK Home address only.
Personal Details State Address State OK OK Home address only.
Personal Details Zip Code Address Zip OK OK Home address only.
Driving Licence Number PersonalProfile Drivers Licence Number OK OK
Driving Licence Issue date PersonalProfile Drivers Licence Issue Date OK OK
Driving Licence Expire date PersonalProfile Drivers Licence Expiration Date OK OK
Driving Licence Jurisdiction PersonalProfile Drivers Licence State OK OK
Employment Retire date Employment Retirement Date OK OK

Family Member

PreciseFP Fieldset

PreciseFP Field Tag

Redtail Module

Redtail Tag

IMPORT TO PFP

EXPORT TO TAILWAG

ANNOTATION

Family Member First name Contact First name OK OK
Family Member Middle name Contact Middle name OK OK
Family Member Last name Contact Last name OK OK
Family Member Gender Contact Gender OK OK
Family Member Birth date Contact Date Of Birth OK OK
Family Member Email Internet Address Address OK OK Exported to RT as home address.
Family Member Home phone Phone Number OK OK
Family Member Address Address Address 1 OK OK Home address only.
Family Member City Address City OK OK Home address only.
Family Member State Address State OK OK Home address only.
Family Member Zip code Address Zip OK OK Home address only.
Family Member Number PersonalProfile Drivers Licence Number OK OK
Family Member Issue date PersonalProfile Drivers Licence Issue Date OK OK
Family Member Expire date PersonalProfile Drivers Licence Expiration Date OK OK
Family Member Jurisdiction PersonalProfile Drivers Licence State OK OK

Insurance

Exported without beneficiary and annual premium.
Only some insurance types have balance in PFP.
To export insurance, field “Insurance type” must be set.
Fields imported: Company, Type, Balance
Fields exported: Company, Type, Balance

PFP Category

PFP Type

Redtail Account Type

Redtail Asset/Liability Type

IMPORT TO PFP

EXPORT TO TAILWAG

ANNOTATION

Insurance Employer Term Group Life n/a OK OK
Insurance Employer Health Medical n/a OK OK
Insurance Employer Disability Group Disability n/a OK OK
Insurance Employer Long Term Care Group Long Term Care n/a OK OK
Insurance Term Life Term Life n/a OK OK
Insurance Whole Life Whole Life n/a OK OK
Insurance Universal Life Universal Life n/a OK OK
Insurance Variable Life Variable Life n/a OK OK
Insurance Variable Universal Life Variable Universal Life n/a OK OK
Insurance Health Individual Medical n/a OK OK
Insurance Disability Long Term Disability n/a OK OK
Insurance Long Term Care Long Term Care n/a OK OK

Assets

PFP Category

PFP Type

Redtail Account Type

Redtail Asset/Liability Type

IMPORT TO PFP

EXPORT TO TAILWAG

ANNOTATION

CD n/a n/a CD OK no Coming Soon (Redtail API)
Bank Accounts Checking account n/a Checking account OK no Coming Soon (Redtail API)
Bank Accounts Money market n/a Money market OK no Coming Soon (Redtail API)
Bank Accounts Savings Account n/a Savings Account OK no Coming Soon (Redtail API)
Taxable Investment Accounts n/a Brokerage Account n/a OK OK ALL Taxable Investment Accounts exported to RT as Brokerage Account.
Taxable Investment Accounts n/a Fee-Based Account n/a OK OK ALL Taxable Investment Accounts exported to RT as Brokerage Account.
Taxable Investment Accounts n/a Mutual Fund n/a OK OK ALL Taxable Investment Accounts exported to RT as Brokerage Account.
Taxable Investment Accounts n/a Pooled Income Fund n/a OK OK ALL Taxable Investment Accounts exported to RT as Brokerage Account.
Taxable Investment Accounts n/a REIT n/a OK OK ALL Taxable Investment Accounts exported to RT as Brokerage Account.
Taxable Investment Accounts n/a Separately Managed Account n/a OK OK ALL Taxable Investment Accounts exported to RT as Brokerage Account.
Retirement Plans 401(k) 401(k) (Tax Qualified Type – 401(k)) n/a OK OK
Retirement Plans 403(b) / TSA TSA (Tax Qualified Type – 403(b)) n/a OK OK
Retirement Plans 457(b) TSA (Tax Qualified Type – 457(b)) n/a OK OK
Retirement Plans IRA Brokerage Account (Tax Q – Traditional IRA) n/a OK OK
Retirement Plans Roth IRA Brokerage Account (Tax Q – Roth IRA) n/a OK OK
Retirement Plans SEP IRA Brokerage Account (Tax Q – SEP IRA) n/a OK OK
Retirement Plans Simple IRA Brokerage Account (Tax Q – Simple IRA) n/a OK OK
Retirement Plans Pension Brokerage Account (Tax Q – Pension Plan) n/a OK OK
Annuity Fixed Annuity Fixed Annuity n/a OK OK
Annuity Indexed Annuity Indexed Annuity n/a OK OK
Annuity Variable Annuity Variable Annuity n/a OK OK
Personal Property Primary Residence n/a Real Estate OK no Coming Soon (Redtail API)
Personal Property Secondary Residence n/a Real Estate OK no Coming Soon (Redtail API)
Personal Property Vehicle n/a Automobile OK no Coming Soon (Redtail API)
Personal Property Collector’s Cards n/a Collectables OK no Coming Soon (Redtail API)
Personal Property Other n/a Other OK no Coming Soon (Redtail API)

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In the most efficient manner possible

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